Preet Shah
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Preet Shah Email & Phone Number

Financial Planning Manager, Associate Advisor at Allworth Financial at Allworth Financial
Location: Campbell, California, United States 9 work roles 4 schools
1 work email found @hansonmcclain.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Current company
Role
Financial Planning Manager, Associate Advisor at Allworth Financial
Location
Campbell, California, United States
Company size

Who is Preet Shah? Overview

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Quick answer

Preet Shah is listed as Financial Planning Manager, Associate Advisor at Allworth Financial at Allworth Financial, a company with 106 employees, based in Campbell, California, United States. AeroLeads shows a work email signal at hansonmcclain.com and a matched LinkedIn profile for Preet Shah.

Preet Shah previously worked as Financial Planning Manager, Associate Advisor at Allworth Financial and Associate Advisor at Allworth Financial. Preet Shah holds Master Of Accounting, Accounting from University Of Massachusetts Dartmouth.

Company email context

Email format at Allworth Financial

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{first}.{last}@hansonmcclain.com
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Profile bio

About Preet Shah

A valued advisory team member assisting clients with financial planning, tax, retirement, and other analysis. Gather data and maintain client contact throughout the financial planning process to create financial plans, retirement and education projections. Preparing tax returns and tax projections to help clients accomplish their goals while assisting in developing solutions and recommendations that fit the client's goals, risk tolerance, time frame, and objectives by following on post-meeting recommendations and research.

Current workplace

Preet Shah's current company

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Allworth Financial
Allworth Financial
Financial Planning Manager, Associate Advisor at Allworth Financial
Employees
106
AeroLeads page
9 roles

Preet Shah work experience

A career timeline built from the work history available for this profile.

Financial Planning Manager, Associate Advisor

Current

Campbell, California, United States

Jan 2024 - Present

Associate Advisor

Campbell, California, United States

Feb 2022 - Jan 2024

Financial Planning Associate

Johanson Financial Advisors, Inc.

Campbell, California

Jan 2019 - Jan 2022

Staff Accountant

Arora & Gulrajani Cpa Llp

Santa Clara, CA

Compile and prepare Tax Returns for individuals, S Corps, Partnerships, Corporations. Payroll Processing for the clients and filing payroll returns. Compilation, review and audit financial statements.

Jan 2018 - Dec 2018

Accounting Staff

Gardaworld Cash Services

Dedham, MA

  • Responsible for providing support to accounting supervisors and managers by working on keying in daily worksheets to the general ledger, maintain and complete accounts payable, accounts receivable, cash in-cash out.
  • Research, track and resolve accounting and balancing problems, compile and sort invoices, checks, vouchers, and reports, file and tally multiple deposits
  • Record business transactions and key daily worksheets in the ERP system, record overpayments and shortages
  • Match invoices with received cash and check and close invoices and ensure customer payments and refund acceptance
Jul 2017 - Nov 2017

General Manager

Preet Industries

Mumbai Area, India

Production management, maintenance of books of Accounts, crisis management, supply chain management, maintenance of stock and raw materials, delivery of finished products, public relations

Jan 2011 - Aug 2015

Accounts Assistant

S D Shah And Associates Chartered Accountants

Mumbai Area, India

My job responsibilities at S D Shah and Associates included preparing MIS Statements, guiding clients on investment in Mutual funds, Insurance, maintaining clients accounts on Tally, preparing VAT and Service Tax returns, Preparation of Income Tax computation.

Mar 2012 - Jun 2012
Team & coworkers

Colleagues at Allworth Financial

Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →

4 education records

Preet Shah education

Bachelor Of Commerce, Accounting And Finance

Mithibai College Of Arts Chauhan Institute Of Science And Amrutben Jivanlal College Of Commerce And Economics

Activities and Societies: Class Representative, College Representative for inter college festivals, Student Placement Coordinator, Debate.

FAQ

Frequently asked questions about Preet Shah

Quick answers generated from the profile data available on this page.

What company does Preet Shah work for?

Preet Shah works for Allworth Financial.

What is Preet Shah's role at Allworth Financial?

Preet Shah is listed as Financial Planning Manager, Associate Advisor at Allworth Financial at Allworth Financial.

What is Preet Shah's email address?

AeroLeads has found 1 work email signal at @hansonmcclain.com for Preet Shah at Allworth Financial.

Where is Preet Shah based?

Preet Shah is based in Campbell, California, United States while working with Allworth Financial.

What companies has Preet Shah worked for?

Preet Shah has worked for Allworth Financial, Johanson Financial Advisors, Inc., Arora & Gulrajani Cpa Llp, Gardaworld Cash Services, and University Of Massachusetts Dartmouth.

Who are Preet Shah's colleagues at Allworth Financial?

Preet Shah's colleagues at Allworth Financial include Amy Bertle, Cfp®, Cdfa®, Michael Abbott, Cfp(R), Adam Kint, Cfp®, Michael Hansen, and Nicholas Mckenzie.

How can I contact Preet Shah?

You can use AeroLeads to view verified contact signals for Preet Shah at Allworth Financial, including work email, phone, and LinkedIn data when available.

What schools did Preet Shah attend?

Preet Shah holds Master Of Accounting, Accounting from University Of Massachusetts Dartmouth.

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